029: 7 Estate Planning Mistakes to Avoid in Retirement

13/04/2021 44 min Temporada 1
029: 7 Estate Planning Mistakes to Avoid in Retirement

Listen "029: 7 Estate Planning Mistakes to Avoid in Retirement"

Episode Synopsis

Join Tim Russell, CFP®, and Rev. Drew Gysi as they discuss 7 Estate Planning Mistakes that you need to avoid as you approach and live in retirement!You can access our show notes here.Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: [email protected] call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaThe topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk including the potential loss of principal. Past performance is not a guarantee of future results.Securities and advisory services offered through GWM, Inc Member FINRA/SIPCSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC